Tax Time
Sure you can buy TurboTax® yourself, but WHY? What if you need help?
It’s true that not all programs are created equal. Even if you are a DIY-er who uses a program like TurboTax® at tax time, you probably already know that even with a ‘simple’ program, choosing the right version with all of the capabilities you need is important.
What about when you need help? Would it surprise you to know that not all professional service providers are created equal either, with equal capabilities? Probably not!
​The unfortunate fact is – you might have already run into this (which is probably why you’ve decided to do it yourself)…and there is nothing wrong with that.
However: if the thought of learning tax regulations and IRS rules and governance codes (which help you file properly and get every deduction you can!) makes your head hurt – that is what I am here for!
Know Your Expert
Hopefully, it wouldn’t surprise you very much to know that I am more than qualified to work as a Live Expert but choose not to so that I can focus solely on MY clients (which are individuals, sole proprietors, and nonprofit corporations).
​
To be completely honest, I don’t want to spend too much of my time learning all of the ever-changing tax laws for every industry type either, which is why I respectfully decline requests that are not in my area of expertise! I prefer to stay focused and knowledgeable in tax rules for MY clients, leaving the rest to other experts.
If you DO have a more complicated tax situation than I can capably, efficiently handle, I will be the first to say so (and then refer you to a more knowledgeable Tax Pro).
I have been preparing individual returns since 2006 and have never lost a client, but I did stop accepting new ones in 2023.
Availability is limited, so scheduling an appointment early is recommended.
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc.
Used with permission under the QuickBooks ProAdvisor Agreement.